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Keep visiting to find out about our latest and greatest time-saving features and automations.
Announcing the release of My Time – Calendar
FYI is excited to announce that the My Time – Calendar feature is now available for all Elite practices.
What does this mean for FYI users?
With My Time – Calendar, users can now view and interact with their time entries using a familiar calendar-style view, while still keeping FYI’s productivity-focused features front and centre.
Who is this available for?
My Time – Calendar is available now to all users on the Elite plan.
Announcing the new Integration with BGL for UK practices
FYI is excited to announce that FYI’s integration with BGL, already used by practices in Australia and New Zealand, is now available to practices in the United Kingdom.
What does this mean for FYI users?
The BGL integration helps practices streamline compliance workflows by automating the import of key company documents from BGL CAS 360.
Who is this available for?
The BGL integration is now available for all practices in the United Kingdom, in addition to Australia and New Zealand, on the Pro and Elite plans.
FYI Product Update | May 2025
- New App Partners: Seamlss & Dashboard Insights
- Improved Automation History filter
- Introduction of Addressee field on Client Summary tab
- Restore Deleted Time Entries on the Elite Plan
Announcing the new integration with Seamlss
FYI is excited to announce the release of a new integration with Seamlss.
What does this mean for FYI users?
Using the integration, practices will be able to synchronise documents one-way from Seamlss into FYI, saving time and streamlining operations.
Who is this available for?
The Seamlss integration is available for all FYI practices based in Australia and New Zealand subscribed to the FYI Pro or Elite plans.
Announcing the new integration with Dashboard Insights
FYI is excited to announce a new integration with Dashboard Insights, offering practices based in Australia and New Zealand the ability to synchronise their practice management data for elevated dashboard reporting.
What does this mean for FYI users?
Using the integration, practices will be able to gain deeper insights into their FYI data through visual dashboards and custom reports in Dashboard Insights, supporting more informed and proactive decision-making.
Who is this available for?
The Dashboard Insights integration is available for practices based in Australia and New Zealand subscribed to the FYI Elite plan.
FYI Product Update | April 2025
- New Relative Filtering options on Jobs and Clients Lists
- Improved Required Fields for Zapier integration
- New Collaborate: Simplified SharePoint Site Updates
- New Time List columns: ‘FYI Time ID’ & ‘Source Path’ on the Elite Plan
FYI Product Update | March 2025
- New Automation Steps: Finish Co-Edit & Unshare Document
- New App Partner – Connectworks
- Practice Sync Enhancements: APS & CCH
- WIP & Invoice Import Improvements on the Elite Plan
Announcing new Integration with Connectworks
FYI is excited to announce that we are now integrated with Connectworks.
What does this mean for FYI users?
Using the integration, practices will be able to sync client and document information from FYI into Connectworks. Practices can configure the Cabinet and Categories of documents they wish to view in Connectworks and can directly open documents stored in FYI from within Connectworks.
Who is this available for?
The Connectworks integration is available for our Australia and New Zealand practices on the FYI Pro or Elite plans.
FYI Product Update | February 2025
- New Automation Steps: Send Request Step & Update Time/Disbursement Step (Elite only)
- Grouping User Type Custom Fields
- New Collaborate: Manage Display Names
- Refining Budget Amount Calculations on the Elite Plan
FYI Product Update | January 2025
- Primary Contact Details displayed on Client Summary
- Select Email Client Custom Fields as Email Recipients
- Updated Collaborate Settings
- Create Draft Workflow Job Templates on the Elite Plan